Member Info for NelsontheDog

Fourfigures
I am not disgusted - that’s a strong emotion. I am disappointed - a more reflective reflection as befits a passive investor. The bod hasn’t done anything to invoke extreme emotion and there isn’t a problem we know of to be disgusted by. I am just reflecting that I genuinely have no idea what they are doing. That isn’t the normal state of play as an investor.
Please don’t try and superheat my comments to continue the undertone of urgency that often prevails on this board - it isn’t helpful in gaining others views, which is after all what we hope for from a bb.
Gla
NtD

I have held Odx for about a year and there is so much view on this bb that I rarely feel need to add. However I must say I am disappointed in the comms now. We know from tweets that we have 200 employees and they are busy. But that’s it. TT is overdue by our guesses timeline and personally I would like an update on both of these.
I still feel there could be plenty of upside given the macro scenario and hence still here but I will continue to derisk at first targets as I feel they are abusing my trust with this continual silence.
I have invested for 20 years and I have never had less idea of what the underlying status and progress of a company might be. Don’t react by calling me a deramper, but rather go through your own investments past and present - have you ever had less idea as to what is going on?
In summary greed keeps me holding on but I am beginning to consider how much it would hurt to take the drop to firmer ground. Prob end may will see me leave if no further progress.

Just bought a top up - I don't normally post for that but the price I got was 11.66p to buy. - suggests there is still a lot of stock given the 12p quoted on LSE - admittedly it wasn't a big purchase but surprised by that price.
Splatted I hope you are correct, but playing devils advocate for a moment, unlike Argo, this one is a little more complex to value and the cash stream is currently not in place. However seems too cheap given that other NFT declarations of intent are valued higher despite having no published route to operations. Hopefully new news of further deals announced shortly will give this a healthy bump back upwards.

I would never comment on others asset allocation strategies - each to their own. I think some of the last posts here are, imho, confusing frustration and concern. I am frustrated (a little) by the lack of news flow but I am not concerned as I believe we will still experience wholescale earnings growth in the medium term. Even if Roan were slightly delayed, it should arrive and the PGM's are good.
Over and above the usual intra-company bullishness, there is an added potential boost to PGM prices should Russia invade Ukraine and the impact of the resultant sanctions to Russia trade (and subsequently their supply of PGM's). As a s/h in FXPO and EUA this rise in PGM would be small comfort financially tbh and of course it goes without saying that more than the money issue, the resulting humanitarian impacts would be terrible. Still I am commentating on a what if not driving the actions or geopolitical agenda.
GLA
NtD

Hi Franco
Yes, I am thinking of putting into this - its the ambitious CEO which is the main pull for me. I think crypto has a long way to run and Aquis looks to be the place to be at the moment for this stuff. And iff you are already profitable at the start of the journey, then happy days. By the way I believe they have minimised the ability to short stock - now thats worth supporting imho if not anything else.
Apologies to the board for diversionary thread.

Back to KR1 - Argo picking up this afternoon but KR1 a little more sluggish here. Is that the low profile here v the rock star profile and subsequent network effect on Argo?

NtD

Franco,
Just had a mooch around their website - I am beginning to think AQSE may be a good investment - if it attracts growth companies in tech space may well become a target for takeover by a larger exchange. Might have a read of the Aqx BB. Let me know your views also if you do any digging.
AtB
NtD

I believe Aquis had a new ceo and the reticence of G&K is maybe linked to what the roadmap for aquis is - the only reason this came up for me is the Pluto listing on Aquis. I thought that they would be a lighter weight KR1 but on a more volume exchange as their go to market. As a UK London based individual I would be very proud if the UK stole a march on crypto and tech as an exchange.

Nice to see the Spanish language soap is closed for a while in order to observe a change in share. It has been quite entertaining for those of us who were not burnt initially. Special mention in passing for me for Cobalt for his continuing despair at engagement with the "baddies" and Teamhanz for the funny ripostes.
In the next episode of the drama I may have colour to add myself......ta da da da daaaaa!

Aside from the share fundamentals I am interested to see the Pluto listing on Aquis. I had expected full listing. IMHO (and based on little research as its not on my agenda but is interesting), Aquis is setting itself up as a NASDAQ for the UK. I suspect part of the reticence of KR1 to move listings is the roadmap for the aquis exchange to be a cyrpto / tech hub. Imagine if Aquis exchange managed to doa deal or two to allow seamless access for US investors - this is my assumption of what they aim to achieve. Anyone with more knowledge of Aquis care to share a view?
GLA
NtD

UNVRKW,
I suspect you are in a group of two, along with his dear old mum, in feeling sorry for Putin. The very definition of a despot and probably the most powerful man in the world in that he is unshackled by democratic process and is almost certainly the richest man in the world following a prolonged embezzlement of the Russian people's assets for his and his cronies gain.
I have halved my holding here very reluctantly - politics becoming too loud.
GLA
NtD

RC
Really great post - agree Pearls is a real enigma. trying to decide between 2 to 6 but then I realised I may be another category - a BTC to the moon with Peter Wall waving from his seat on board. Firmly believe BTC will not drop as was before and as such Argo and its forward facing crypto strategy is one to tuck in the bottom drawer.
Gla
NtD

DOGE has rocketed up the rankings and the chart is terrifyingly bullish - today 4/20 the doper day - these kids may be a herd but they arent stupid and I expect a big doge sell off at $1 or after today and the majority are canny traders and will see BTC and ETH at a good level to buy - I think this afternoon is going to be exciting but WTFDIK
GLA
NtD

Trading is difficult right now but the LT investor case is so strong that I am adding today from new isa - BTFD. HODL getting bigger, expansion plans in motion, diversified to Alt crypto all done. On basic fundamentals now we look good at a fairly low p/e (well under 20) and more importantly for the long term, BTC appears to have arrived. Institutional adoption and evidence emerging it is taking market cap from gold. Personally I hold true to most of what Michael Saylor has said - if the asset is as good as this appears, why sell - ever? and for me the same goes for ARGO as a miner. I am a firm believer we will see BTC hit $5m in this decade (and who can argue otherwise with DOGE going mental). All the mined coins being hoddled, new ETF's being announced and continued PI support mean BTC will soon (and i believe in this half of 2021) have a rise to around $150k and unlike prior BTC cycles I dont think we will lose 80% when the current bull run tops out as we have the II's in here. Personally feel that as we pass 4/20 (sigh for the plight of the cool rhetoric on dopers) all the cool kid investors in US will sell DOGE and put gains in BTC - expect it to start today or tomorrow at latest and so expect BTC and ETH surge.
I am often often wrong on the short term, but on the Long term not so much.
GLA
NtD

the challenge of central bank backed digi currency is that of money printing. Whilst these tokens could take over from stable coins, i dont think they will replace BTC which draws its interest from the finite number of coins in circulation. Central banks of recent try hard to devalue their currency in order to give international "competitiveness" and fund a shortfall of revenue.
The majority of KR1 coins are the tokens of the infrastructure on which crypto trades - unless the new digi currencies are going to build a new network - they will use the existing/developing crypto infrastructure and as such this should benefit KR1 at the expense of existing banking clearing infrastructure etc.
I believe one of the biggest impacts to existing finance could be the bond market and loan finance moving to decentralized finance - these are two massive areas of current banking system volume.
All IMHO - interested to see what others think.
GLA
NtD

I have taken the opportunity to sell a stable divi payer and put the money in here for a short term add to my position. Whether BTC is a bubble or not, there is tremendous utility in this network of decentralized infrastructure defi finance and NFT's in particular. Therefore still see KR1 as the gem in my pf and with the staking income I will not worry too much.
GLA
NtD

Phoebus
Agree with your comments and it does seem there is peculiar behaviour on all these stocks. I am genuinely not sure what is going on - never seen this type of sell-off when the newsflow is positive - going to sit tight till this blows over.
GLA
NtD

Totally agree Mikie (as usual!). Leon strikes me as a super competent operator - the kind that are often outplayed by oily spineless politicians in big companies, who by the luck of the situation has been handed the chance to lead. He is doing a fantastic job and is a big part of my confidence in this share. He’s got a point to prove and for the next few years I suspect he will be doing just that - his drive to prove this company and his ability will allow him to focus far longer than a simple mercenary goal. We are either going to end up alongside the majors or make the feckers gag and choke if they try to swallow us. Happy, happy days!

Great notes about II sellers below - thanks all who are looking at this. However as we reach exit point for the microcap and small co funds, I would have expected us to be witnessing purchases from growth funds - for me (and from the board for most), this is the very definition of a growth stock and with ESG and disruptive agility in this sector to boot not being fully reflected in the current or forward P/E.
So in summary, where are the II buys is more where I am left wondering. However its an idle thought only - this share is going places its just when we get going so will sit back again and hope the train is moving next time i look out the window...
GLA
NtD

I dont very often moan on SP - I invest as I can see LT value and I cant time markets well - so far this strategy serves me well. I get that the frenzy on ARB in January had to unwind a little but I am a little surprised we are still this low as i had presumed we had bottommed out at around 240p. IMHO the LT position has been enhanced enormously by the tactical moves and the fundamental BTC has gone up significantly but we arent moving. Very odd and the same is occurring over the road on KR1. I try not to be drawn on market manipulation as again - how would i know, but I dont enjoy it when there is sustained lack of response to positive news. This consolidation must end pretty soon and at that point, the latent pressure on the SP to rise given the BTC rise will hopefully rectify this current malaise. I often feel that small cap shares move like tectonic plates - the pressure builds but that doesnt necessarily mean an earthquake, but the longer without one, the larger the tremor due. Hopefully Coinbase IPO can release the move.

Hi Botak,
Enjoy your posts. I think most early investors here in kr1 do know that is where we are tbh. For the infrastructure to come to the fore we need more personal and business digital wallets in use. My own desire is to see the next developments aimed at mass adoption of alternative finance - hence my keenness to see trusted existing mainstream tech provide an easy on-ramp via digital wallets. These tech firms have very little allegiance to the current finance system and as such I see them as the key to real mass adoption. Imho it will happen sooner rather than later. As you say the development work is there to use. Now we need to load up the systems.
AtB
NtD